Stock Research: FactSet

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FactSet

NYSE:FDS US3030751057
31
  • Value
    25
  • Growth
    27
  • Safety
    Safety
    73
  • Combined
    18
  • Sentiment
    51
  • 360° View
    360° View
    31
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Company Description

FactSet Research Systems Inc. is a global provider of financial digital platforms and enterprise solutions. It operates in investment research, quantitative research, portfolio management, trading, portfolio analytics, wealth management, ESG investing, industry analysis, and data solutions. It operates in the Americas, EMEA, and Asia Pacific. In the last fiscal year, the company had a market cap of $16414 million, profits of $1191 million, revenue of $2203 million, and 12398 employees.

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Analysis

ANALYSIS: With an Obermatt 360° View of 31 (better than 31% compared with alternatives), overall professional sentiment and financial characteristics for the stock FactSet are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half the metrics below and half above average for FactSet. The consolidated Value Rank has an attractive rank of 73, which means that the share price of FactSet is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means that the stock price is lower than for 73% of alternative stocks in the same industry. The consolidated Sentiment Rank has a good rank of 51, which means that professional investors are more optimistic about the stock than for 51% of alternative investment opportunities. But the consolidated Growth Rank has a low rank of 27, which means that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. The consolidated Safety Rank has a riskier rank of 25, meaning the company has a riskier financing structure than 75 comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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Index
Customer Focus US
Dividends USA
Employee Focus US
S&P MIDCAP
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 21-Aug-2025.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Growth
Shows a company's growth potential.
High Growth Tough Times
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
Good Watch Out

Detailed and Historical Ranks

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Metrics Current 2024 2023 2022
Value
73 63 74 75
Growth
27 18 21 33
Safety
Safety
25 46 37 18
Sentiment
51 61 20 76
360° View
360° View
31 34 20 77
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Metrics Current 2024 2023 2022
Analyst Opinions
1 3 5 7
Opinions Change
50 50 5 95
Pro Holdings
n/a 89 42 41
Market Pulse
64 78 77 86
Sentiment
51 61 20 76
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Metrics Current 2024 2023 2022
Value
73 63 74 75
Growth
27 18 21 33
Safety Safety
25 46 37 18
Combined
18 34 29 33
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
56 52 64 65
Price vs. Earnings (P/E)
26 24 17 35
Price vs. Book (P/B)
28 34 36 33
Dividend Yield
99 92 90 93
Value
73 63 74 75
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Metrics Current 2024 2023 2022
Revenue Growth
33 32 39 14
Profit Growth
40 16 28 40
Capital Growth
51 47 21 18
Stock Returns
45 41 49 89
Growth
27 18 21 33
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Metrics Current 2024 2023 2022
Leverage
34 44 37 54
Refinancing
9 13 11 19
Liquidity
74 86 82 67
Safety Safety
25 46 37 18

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